Franklin Master Interm IT-UiPIM

13F holders, Q4 2024 (December 31)
56holders +10
13new positions
5sold out
1famous investor
$3.26avg. 13F price*

At the end of Q4 2024, 56 institutions reported holding Franklin Master Interm IT-Ui (PIM) in their 13F filings, up 10 from Q3 2024. 13 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($74.9M), 1607 Capital Partners, LLC ($3.5M) and Allspring Global Investments Holdings, LLC ($2.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Franklin Master Interm IT-Ui
Filed as
PUTNAM MASTER INTER INCOME T (Q4 2024)
CUSIP
746909100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 46Q1 2024Q2 2024: 48Q2 2024Q3 2024: 46Q3 2024Q4 2024: 56Q4 2024Q1 2025: 58Q1 2025Q2 2025: 58Q2 2025Q3 2025: 60Q3 2025Q4 2025: 60Q4 2025Q1 2026: 59Q1 2026Q2 2026: 59Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions13$2.1M
Exits5$700K

All 13F filers, Q3 2024 → Q4 2024: 1,452,136 shares bought and 264,106 shares sold, net +1,188,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 56 holders

Sit Investment Associates Inc. 1.70% Add +1.0% 22,984,308 $74.9M
1607 Capital Partners, LLC 0.28% Add +83.9% 1,065,778 $3.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.6% 715,346 $2.3M
Consolidated Portfolio Review Corp 0.15% Add +9.8% 292,786 $954K
Essential Planning, LLC. 0.00% New 205,205 $676K
Morgan Stanley 0.00% Reduce -2.3% 192,145 $626K
Gill Capital Partners, LLC 0.20% Reduce -2.6% 174,787 $570K
Transform Wealth, LLC 0.03% New 169,225 $555K
Penbrook Management LLC 0.33% No change 148,763 $485K
Shaker Financial Services, LLC 0.17% Add +0.2% 135,437 $445K
NewEdge Advisors, LLC 0.00% Reduce -7.0% 107,750 $351K
Royal Bank of Canada 0.00% Reduce -2.6% 83,576 $272K
Melfa Wealth Management, Inc. 0.18% Add +10.1% 81,613 $266K
Envestnet Asset Management Inc. 0.00% New 72,461 $236K
Sheaff Brock Investment Advisors, LLC 0.02% No change 66,272 $216K
Commonwealth Equity Services, LLC 0.00% Add +0.4% 62,292 $203K
Mezzasalma Advisors, LLC 0.06% New 59,134 $193K
Osaic Holdings, Inc. 0.00% Add +628.4% 58,146 $190K
Fortitude Advisory Group L.L.C. 0.10% Add +9.2% 52,819 $172K
LPL Financial LLC 0.00% Add +8.4% 50,777 $166K
PVG Asset Management Corp. 0.71% New 46,087 $150K
Stifel Financial Corp. 0.00% Add +0.8% 43,479 $142K
HUB Investment Partners, LLC 0.01% Add +0.4% 41,257 $134K
UBS Group AG 0.00% Add +23.4% 40,588 $132K
Susquehanna International Group, LLP 0.00% New 31,632 $103K
Transcend Capital Advisors, LLC 0.01% Reduce -44.5% 26,200 $85K
Bard Financial Services, Inc. 0.01% No change 21,540 $70K
Coldstream Capital Management Inc. 0.00% Add +2.0% 20,808 $68K
Northstar Financial Companies, Inc. 0.06% — 20,245 $66K
WMG Financial Advisors, LLC 0.03% No change 19,700 $64K
Stratos Wealth Partners, LTD. 0.00% No change 19,057 $62K
Cambridge Investment Research Advisors, Inc. 0.00% New 17,278 $56K
Avantax Advisory Services, Inc. 0.00% Add +1.8% 16,149 $53K
Graves Light Lenhart Wealth, Inc. 0.01% No change 14,300 $47K
Koshinski Asset Management, Inc. 0.00% Reduce -8.6% 14,000 $46K
WealthTrust Axiom LLC 0.01% No change 13,589 $44K
Citadel Advisors 0.00% New 11,185 $36K
Shufro Rose & Co. LLC 0.00% No change 11,000 $36K
Jane Street Group, LLC 0.00% New 10,694 $35K
Gridiron Partners, LLC 0.02% No change 10,507 $34K
Chicago Partners Investment Group LLC 0.00% New 10,122 $33K
WealthShield Partners, LLC 0.00% No change 10,000 $33K
Moors & Cabot, Inc. 0.00% No change 10,000 $33K
Key Financial Inc 0.01% No change 9,500 $31K
Comerica Bank 0.00% No change 9,200 $30K
Wells Fargo & Company 0.00% Add +0.0% 5,339 $17K
MAI Capital Management 0.00% New 5,000 $16K
Rothschild Investment LLC 0.00% No change 4,885 $16K
Hollencrest Capital Management 0.00% Reduce -59.7% 3,067 $10K
Bank of America Corp. 0.00% Add +180.2% 2,976 $10K
Venturi Wealth Management, LLC 0.00% New 1,076 $4K
WPG Advisers, LLC 0.00% — 809 $3K
GPS Wealth Strategies Group, LLC 0.00% Add +1.9% 787 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 400 $1K
Harbour Investments, Inc. 0.00% New 339 $1K
FNY Investment Advisers, LLC 0.00% No change 500 $1K

"% of holder's portfolio" is PIM's weight in each manager's 13F, not the share of Franklin Master Interm IT-Ui the manager owns.